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Insurance, Tax, Accounting, Notary & Medical Billing Solutions

At Capital Edge Firm, we help businesses, individuals, and families with insurance guidance, tax preparation & filing, accounting & bookkeeping, notary services, and medical billing support. Service availability varies by line, with nationwide support across eligible services and insurance available in licensed states.

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About Us

Your trusted partner in Accounting, Insurance & Notary Services

Capital Edge Firm is a Miami-based, multi-service firm helping individuals, families, businesses and healthcare teams move forward with clearer financial, compliance and risk-management support across eligible service areas.

With more than 8 years of combined experience in accounting, insurance, and notary services. We are committed to delivering excellence with every client we serve.

Whether you're an entrepreneur, a family, or a corporation, our goal is to provide personalized solutions that help you stay compliant, make better decisions, and protect what matters most.

0Years of Excellence
+0Clients
About us
“Trust, clarity, and results - that's the Capital Edge way.”
- Capital Edge Firm

We work with +60 partners

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Our Services

Clear solutions, fair pricing, and on-time delivery.

Individual & Family Health Plans

ACA/Marketplace plans tailored to your needs and budget.

Custom/ quote
Open Enrollment Period applies.
Includes
  • Marketplace enrollment
  • Subsidy calculation
  • Plan comparison
  • Coverage explanation

Self-Employed Health Insurance

Flexible coverage options for freelancers and small business owners.

Custom/ quote
Available year-round.
Includes
  • PPO options
  • Tax deduction guidance
  • Network flexibility
  • Custom benefits

Dental Insurance

Coverage for preventive, basic, and major dental services.

Custom/ quote
Waiting periods may apply.
Includes
  • Cleanings & exams
  • Fillings & extractions
  • Orthodontia options
  • Network discounts

Vision Insurance

Plans covering eye exams, glasses, and contacts.

Custom/ quote
Network providers offer best value.
Includes
  • Annual eye exam
  • Frame allowance
  • Lens coverage
  • Contact lens allowance

Supplemental Insurance

Extra coverage for unexpected medical costs.

Custom/ quote
Pays directly to you.
Includes
  • Accident coverage
  • Hospital indemnity
  • Cancer/Critical illness
  • Cash benefits

Critical Illness Insurance

Financial protection against serious illnesses.

Custom/ quote
Benefit amount based on policy.
Includes
  • Lump sum benefit
  • Cancer coverage
  • Heart attack/Stroke
  • Flexible use of funds

Auto Insurance

Comprehensive coverage for your vehicle and liability.

Custom/ quote
Discounts for safe drivers.
Includes
  • Liability coverage
  • Collision & Comprehensive
  • Uninsured motorist
  • Roadside assistance

Motorcycle Insurance

Specialized coverage for your bike and gear.

Custom/ quote
Seasonal policies available.
Includes
  • Accessory coverage
  • Guest passenger liability
  • Helmet coverage
  • Total loss coverage

Homeowners Insurance

Protect your home and personal property.

Custom/ quote
Flood insurance sold separately.
Includes
  • Dwelling coverage
  • Personal property
  • Liability protection
  • Loss of use

Renters Insurance

Affordable protection for your belongings.

Custom/ quote
Required by many landlords.
Includes
  • Personal property
  • Liability coverage
  • Loss of use
  • Replacement cost

Flood Insurance

Essential protection against rising water damage.

Custom/ quote
30-day waiting period typically applies.
Includes
  • Building coverage
  • Contents coverage
  • NFIP & Private options
  • Excess flood available

Boat & Watercraft

Coverage for your time on the water.

Custom/ quote
Navigational limits apply.
Includes
  • Hull coverage
  • Liability
  • Fuel spill cleanup
  • Towing & assistance

Pet Insurance

Healthcare coverage for your furry family members.

Custom/ quote
Pre-existing conditions excluded.
Includes
  • Accident & illness
  • Hereditary conditions
  • Exam fees
  • Prescription meds

Mortgage Protection

Life insurance to pay off your mortgage.

Custom/ quote
Protects your family's home.
Includes
  • Death benefit
  • Disability rider
  • Return of premium
  • Level premiums

Umbrella Insurance

Extra liability protection beyond standard limits.

Custom/ quote
Requires underlying auto/home policies.
Includes
  • Excess liability
  • Legal defense costs
  • Worldwide coverage
  • Uninsured motorist excess

Fleets

Commercial Trucking

Coverage for owner-operators and fleets.

Custom/ quote
Filings (FMCSA) included.
Includes
  • Auto liability
  • Motor truck cargo
  • Physical damage
  • General liability

General Liability

Fundamental protection for your business operations.

Custom/ quote
Required for most contracts.
Includes
  • Bodily injury
  • Property damage
  • Personal injury
  • Products/Completed ops

Professional Liability Insurance

E&O coverage for service professionals.

Custom/ quote
Tailored to your industry.
Includes
  • Errors & Omissions
  • Legal defense
  • Negligence claims
  • Copyright infringement

Business Owners Policy (BOP)

Bundled property and liability coverage for small businesses.

Custom/ quote
Cost-effective bundle.
Includes
  • General liability
  • Property coverage
  • Business interruption
  • Equipment breakdown

Commercial Property

Protect your building, equipment, and inventory.

Custom/ quote
Replacement cost valuation.
Includes
  • Building coverage
  • Business personal property
  • Business income
  • Extra expense

Workers' Compensation

Coverage for employee injuries and illnesses.

Custom/ quote
Mandatory in most states.
Includes
  • Medical expenses
  • Lost wages
  • Rehabilitation
  • Employer's liability

Commercial Flood

Flood protection for business properties.

Custom/ quote
Separate from property policy.
Includes
  • Building coverage
  • Inventory/Contents
  • Debris removal
  • Compliance support

Claim Consulting

Expert assistance with complex insurance claims.

Custom/ quote
We advocate for you.
Includes
  • Policy review
  • Damage assessment
  • Negotiation support
  • Settlement maximization

Aviation Insurance

Specialized coverage for aircraft and drones.

Custom/ quote
For private and commercial use.
Includes
  • Hull coverage
  • Liability
  • Passenger medical
  • Hangar keepers
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How We Work

1

Schedule

Book your appointment or send your inquiry online.

2

Review

We verify identity/documents and prepare your case.

3

Sign & File

In-person or RON signing. We file your taxes if applicable.

Capital Edge Insights

Practical guidance for smarter decisions

Clear, useful articles on insurance, taxes, accounting, compliance, and the questions that shape your business and personal finances.

Explore all insights

Contact Us

Book an appointment, tell us about your case, or request a call.

Address1700 SW 57th Ave Ste 204Miami, FL 33155Email Uscontact@capitaledgefirm.comCall Us+1 (954) 899 0896
Open HoursMon-Fri: 9:00 AM - 6:00 PMSat: 10:00 AM - 2:00 PM

Frequently Asked Questions

Is Remote Online Notarization (RON) valid in Florida?
Yes. We comply with state requirements: identity verification, audio/video recording, and valid digital seals.
How long does tax filing take?
It depends on complexity. Many individual returns are completed the same day once we receive all required documents.
Can I pay online?
Yes, we accept electronic payments and provide receipts/invoices for your records.
Do you offer free consultations?
Yes, we provide a complimentary initial assessment to define scope and fees before we begin.

Privacy Policy (Summary)

We collect only the information necessary to deliver our services. We never sell your data. We implement technical and organizational safeguards to protect it.

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